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Focused investors/Clifford Sosin

Clifford Sosin - CAS Investment Partners

As of Q1 2026, this manager reported 5 long-equity positions worth $1.75B in aggregate.

As of Q1 2026, Clifford Sosin's CAS Investment Partners held 5 long-equity positions with a reported value of $1.75B.

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Updated 2026-05-16 from SEC 13F data.

Live quotes available for 5 of 5 rows. Rows without a quote are marked unavailable.

1CVNACARVANA CO81.67%Reduce -1.5%4,541,291$1.43B$314.3852w: $29.65 - $97.38; reported $314.38
2HGVHILTON GRAND VACATIONS INC11.73%Reduce -1.5%5,239,891$204.98M$39.1252w: $30.59 - $52.08; reported $39.12
3COFCAPITAL ONE FINL CORP6.01%Reduce -1.5%575,548$105M$182.4352w: $143.22 - $259.64; reported $182.43
4CDLXCARDLYTICS INC0.31%-5,198,067$5.46M$1.0552w: $0.66 - $3.28; reported $1.05
5SWIMLATHAM GROUP INC0.29%Reduce -1.5%928,545$4.99M$5.3752w: $4.56 - $8.97; reported $5.37